Filed January 28, 2021 (most recent of 2 filings on file)
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,212 | $202,342-36.1% | $172,752-25.2% | $152,897-15.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.24% | 1029.83%-1006.6pp | 802.97%-779.7pp | 345.43%-322.2pp |
| Employer contribution / active EE | $12,496 | $5,858+113.3% | $5,144+142.9% | $4,764+162.3% |
| Participant deferral / active EE | $6,334 | $5,948+6.5% | $5,198+21.9% | $5,851+8.2% |
| Admin fee / account holder | $166 | $17,111-99.0% | $13,955-98.8% | $11,599-98.6% |